Rockefeller Capital Management
IVES

Rockefeller Capital Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Rockefeller Capital Management’s Portfolio IVES Stock Details IVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,955
Closed -$112K – 4901
2026
Q1 		$112K Hold
3,955
– – ﹤0.01% 2810
2025
Q4 		$125K Buy
3,955
+15
+0.4% +$491 ﹤0.01% 2608
2025
Q3 		$127K Buy
+3,940
New +$113K ﹤0.01% 2457

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management's IVES Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026, closing a stake of 3,955 shares — an estimated $112K sold.

Rockefeller Capital Management first reported a position in IVES in Q3 2025 and held it in 3 quarters. The position peaked at $127K in Q3 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Rockefeller Capital Management reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,955 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $112K.
  • Rockefeller Capital Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and held it in 3 quarters.
  • Rockefeller Capital Management's Dan IVES Wedbush AI Revolution ETF position peaked at $127K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.